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David Wayne Mattern

MATTERN WEALTH MANAGEMENT LLC·LAWRENCE, Kansas
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1811 WAKARUSA DRIVE, LAWRENCE, KS 66047CRD# 3160075Firm CRD# 304520
01

About

David Wayne Mattern is a registered financial advisor based in LAWRENCE, Kansas, affiliated with MATTERN WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MATTERN WEALTH MANAGEMENT LLC
MATTERN WEALTH MANAGEMENT LLC
AUM
$482M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MATTERN WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3160075
Firm CRD# 304520
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Wayne Mattern offer?
David Wayne Mattern specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAWRENCE, Kansas for a consultation.
What are David Wayne Mattern's credentials?
David Wayne Mattern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Wayne Mattern located?
David Wayne Mattern is based in LAWRENCE, Kansas, working with MATTERN WEALTH MANAGEMENT LLC. Their office serves clients in the LAWRENCE metropolitan area and surrounding communities.
How does David Wayne Mattern charge for services?
David Wayne Mattern's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MATTERN WEALTH MANAGEMENT LLC?
MATTERN WEALTH MANAGEMENT LLC has approximately 5 employees and manages $482M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
Advisor Fees in KansasNational Fee Analysis
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